Your credit union partners with SWBC Investment Services, LLC to offer you access to a full range of investment and insurance services.
Fernando Arenivas, Financial Advisor, SWBC Investment Services, is our advisor for the membership through the Greater Texas and Aggieland Investment Center Programs.
Financial Advisor, SWBC Investment Services
Fernando is committed to fully understanding his clients' short and long-term needs. Understanding their goals at different stages allows him to develop customized investment strategies that evolve as needs change. He also firmly believes in educating his clients to ensure that have a better understanding of how their investments can work for them.
SWBC Investment Services offers the following types of programs:
• Securities - stocks, bonds, mutual funds
• Retirement & College Planning
Prior to joining SWBC in 2016, Fernando spent three years with AXA Advisors. He previously was an embryologist with Viagen LC. A graduate of the University of Dallas with a Bachelor of Science in Biology, he holds FINRA Series 7 and 63 licenses.
Fernando Arenivas, Financial Advisor
SWBC Investment Services, LLC
6411 N Lamar Blvd. • Austin, Texas • 78752
How much will I need to save for retirement?
How much will inflation affect my retirement?
How much can I save with my 401(k)?
I'm retired, how long will my savings last?
How much will I receive in Social Security?
Securities offered through SWBC Investment Services, LLC, a registered broker/dealer. Member FINRA & SIPC. Advisory services offered through SWBC Investment Company, a Registered Investment Advisor. SWBC Investment Services, LLC & SWBC Investment Company are not affiliated with this institution. FUNDS SHOULD NOT BE CONSIDERED A DEPOSIT OF OR GUARANTEED BY THIS INSTITUTION, MAY LOSE VALUE AND ARE NOT NCUSIF INSURED.